Report Viewer

The Report Viewer displays existing ad hoc reports. While the Report Builder displays a preview of your report data, the Report Viewer displays the full data as of the last executed time of the report. Launch the Report Viewer by double-clicking a report or clicking the View Report button

for a report in the Reports data table.

A report executes when the Update Report button

for the report or the Update Dashboard button

for a dashboard containing the report is clicked. It also executes when a report runs at its scheduled time.

For more information about dashboards, see Working with dashboards. For more information about scheduled reports, see Scheduling reports.

When viewing a report, you can sort the report summary and details, transpose rows in the report summary to columns and columns to rows, update the report to reflect the latest NexJ CRM data, export various components of the report, and schedule reports. For more information about the actions you can perform in the Report Viewer, see Viewing existing reports.